Institutional Ownership Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM). We have compiled data on the 4,745 institutions that hold shares in the stock, with a total of 1.95 Billion shares, which have been reported (via 13F filing form) to have a value of $522 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
34,737
shares
|
$9.29 Million
0.33% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
34,713
shares
|
$9.28 Million
0.46% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
34,671
shares
|
$9.27 Million
0.47% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
|
Augustine Asset Management Inc
|
Jan 29, 2025 Q4 2024 |
34,666
shares
|
$9.27 Million
2.33% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
34,519
shares
|
$9.23 Million
0.37% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Mandatum Life Insurance CO LTD
|
Jan 16, 2025 Q4 2024 |
34,502
shares
|
$9.22 Million
2.46% of portfolio
|
Q4 2024
Reduced 16.87%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
34,451
shares
|
$9.21 Million
0.39% of portfolio
|
Q3 2022
Added 9.84%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Jan 27, 2025 Q4 2024 |
34,427
shares
|
$9.2 Million
3.65% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
34,345
shares
|
$9.18 Million
2.43% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
34,345
shares
|
$9.18 Million
0.46% of portfolio
|
Q3 2024
Added 14.07%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
34,249
shares
|
$9.15 Million
3.93% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
34,170
shares
|
$9.13 Million
1.21% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jan 31, 2025 Q4 2024 |
34,168
shares
|
$9.13 Million
0.57% of portfolio
|
Q4 2024
Reduced 25.83%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
34,120
shares
|
$9.12 Million
1.65% of portfolio
|
Q1 2024
Added 172.44%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
33,978
shares
|
$9.08 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
33,950
shares
|
$9.07 Million
2.8% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
33,911
shares
|
$9.06 Million
2.34% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
33,907
shares
|
$9.06 Million
0.23% of portfolio
|
Q3 2024
Reduced 21.47%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2024 Q3 2024 |
33,900
shares
|
$9.06 Million
3.02% of portfolio
|
Q3 2024
Reduced 7.82%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jan 23, 2025 Q4 2024 |
33,857
shares
|
$9.05 Million
0.56% of portfolio
|
Q4 2024
Added 53.64%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
33,828
shares
|
$9.04 Million
0.97% of portfolio
|
Q3 2022
Reduced 18.31%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
33,828
shares
|
$9.04 Million
2.67% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
33,763
shares
|
$9.02 Million
0.48% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Palmer Knight CO
|
Jan 23, 2025 Q4 2024 |
33,736
shares
|
$9.02 Million
3.7% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
33,662
shares
|
$9 Million
0.52% of portfolio
|
Q4 2024
Added 0.52%
|